Filed November 4, 2016 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,258 | $54,541-29.9% | $78,778-51.4% | $70,126-45.4% |
| Participation rate | 97.3% | 60.8%+36.5pp | 69.2%+28.1pp | 69.5%+27.8pp |
| Annual return | 18.31% | 21.07%-2.8pp | 35.62%-17.3pp | 73.15%-54.8pp |
| Employer contribution / active EE | $2,161 | $1,089+98.5% | $1,986+8.8% | $2,343-7.8% |
| Participant deferral / active EE | $4,436 | $2,210+100.7% | $2,958+50.0% | $3,332+33.2% |
| Admin fee / account holder | $460 | $3,709-87.6% | $5,134-91.0% | $4,645-90.1% |